Client Relationship Management for Banks
A 2 days Training Event
Amman, December 2008
Course Description
The GCC banking sector continues to benefit from the economic boom sweeping the region. Historically, banks were able to rely on relationship-driven family business, however, increased competition, new technologies for distributing products and services and an evolving CRM culture has transformed the way business is done.
Customer Relationship Management is practical 2- day course specifically designed for bankers and finance professionals to refresh existing and develop new skills in professional relationship management with two key elements in mind: to empower participants with successful relationship skills, fine-tune effective communication techniques and enable you to develop a greater awareness of your clients’ business and service expectations. An interactive learning environment through the use of relevant exercises and role-plays will enable you to share everyday experiences and challenges in managing client relationships in a fun environment.
Course Methodology & Pre-Course Questionnaire
Working within the framework of proven international CRM techniques, the course is specifically designed to encourage group participation through the use of relevant exercises, role plays and group discussions. Furthermore, participants will be able to incorporate everyday experiences and challenges in managing their client relationships. The trainer will also be available to provide individual and group feedback throughout the course.
Every participant will also complete a Pre-Course Questionnaire, giving details of particular challenges that they face with clients, in relationship management or financial products and services.
Who Should Attend
The course has been primarily designed for corporate and investment banking professionals involved in managing corporate client relationships across a broad market sector. However, it is also applicable to other banking professionals involved in CRM to both external clients of the bank and internal departments within the bank including:
- Corporate Lending
- Corporate Finance
- Credit
- Project & Structured Finance
- Syndications
- Trade Finance
- Private Banking
- Treasury Sales
- Methodology
Interactive workshop style learning will include role play, and an emphasis on the analysis and evaluation of case studies involving human behaviour and communication.
Knowledge Pre-requisites
Delegates with some experience in banking will benefit most from this intermediate level course.
